ALFA Finder| Management target | Revenue 16.0% FY28 |
|---|
| Revenue growth | H1 revenue surged 91% YoY on standalone basis. |
|---|---|
| Margins | EBITDA margins stable at 19-20%; sustainable outlook near 19%. |
| Order book | Order inflow up 57% QoQ to ₹8.24 billion. |
| Demand visibility | Strong visibility through 2030 led by data centers and grid stabilization. |
| Management confidence | Extremely high confidence; focused on execution and capacity matching. |
Growth
H1 standalone income hit ₹14.55 billion, a 91% YoY jump; H1 PAT grew 110% YoY to ₹2.07 billion.
Outlook
Management raised FY27 revenue guidance to ₹29-30 billion; initial FY28 outlook set at ₹34-35 billion.
Risks
Single OEM partnership for large generators creates concentration risk; potential US regulatory shifts on data center efficiency.
Last quarter's promises, checked
Delivered
- Orders ~₹700cr/qtr → ₹824cr Q2 (= BEAT)
- Orders ₹2,800cr/yr pace → ₹1,558cr H1 (= BEAT)
- EBITDA 18–19% (analyst-cited, unconfirmed) → 19–20% (= BEAT)
Partly delivered
- FY27 rev ₹2,600cr → H1 ₹1,455cr standalone; raised to ₹2,900–3,000cr (= PARTIAL)
- FY28 ~₹3,200cr capacity → FY28 target ₹3,400–3,500cr (= PARTIAL)
Missed
- Large-generator deal 'announce Aug' → not in current summary (= MISS)
- FY29–30 ₹40bn+ capacity plan 'next call' → absent (= MISS)
Earnings Call Transcript filed with NSE, NSE: TDPOWERSYS. Summary written with AI assistance from the document.
TD Power Systems Ltd: key numbers
- Share price
- ₹637.55
- Market cap
- ₹20,494 Cr
- Revenue (annual)
- ₹1,856 Cr
- Net profit (annual)
- ₹238.8 Cr
- P/E (TTM)
- 60.5×Sector 52.1×
- Promoter holding
- 26.51%-0.36% QoQ
- FII holding
- 22.66%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from TD Power Systems Ltd
All →TD Power Systems Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹8,414 Mn (+85% YoY), EBITDA ₹1,737 Mn (20.6%), PAT ₹1,236 Mn (+104%). H1 revenue ₹14,815 Mn (+79%), PAT ₹2,096 Mn (+89%). Export-led order wins.
TD Power Systems Dividend
TD Power Systems declared an interim dividend of Rs 0.65 per equity share for FY 2026-27. The record date is 18 November 2026.
TD Power Systems Q2 FY27 Results: Net Profit ₹123.7 Cr, Up 105.5% YoY
TD Power Systems Ltd reported revenue from operations of ₹841.3 Cr (+85.9% YoY) and net profit of ₹123.7 Cr (+105.5% YoY) for Q2 FY27.
- Key figure
- Net profit ₹123.7 Cr · +105.5% YoY
TD Power Systems Board Meeting Date
TD Power Systems scheduled a November 12, 2026 board meeting to review Q2/H1 FY27 results and consider an interim dividend. Trading window stays closed 48 hours post-results.
TD Power Systems Other Announcement
TD Power Systems filed its quarterly shareholding pattern as of October 12, 2026. It is a routine disclosure with no transaction or capital event.
TD Power Systems Other Announcement
TD Power Systems Ltd has filed its quarterly shareholding pattern under Regulation 31, detailing the current stake held by promoters, institutional investors, and public shareholders.